Pre-Closing Loan Documentation Specialist

BankFirst Financial Services; Addison (AL); On-site; USD 52,000 - 68,000; Full time

Job summary

BankFirst Financial Services is seeking a Loan Documentation Specialist to review consumer and commercial loan files for conformance with documentation requirements and bank policies. The role includes preparing closing packages across BankFirst markets within defined turnaround times and ensuring compliance.

Responsibilities include preparing documents for new, renewal, and modified loans, verifying collateral details, and providing guidance to lending staff on documentation and policy issues.

Qualifications

• Minimum 3 years of loan documentation experience.
• Broad knowledge of loan compliance and regulatory requirements.
• Strong attention to detail and accuracy.
• Excellent written and oral communication skills.
• Ability to handle high volumes under tight deadlines.

Responsibilities

• Verify loan documents supporting approved terms and collateral.
• Prepare documentation for new, renewal and modified loans.
• Produce complete, enforceable loan packages (notes, agreements, security agreements, financing statements).
• Assist with UCC filings, flood determinations, and related docs.
• Guide lending staff on documentation, policies and procedures.
• Notify lenders of potential problems and recommend resolutions.
• Participate in training and bank initiative projects.
• Support Department Manager and training of staff.

Skills

Attention to detail

Written communication

Time management

Prioritization

Critical thinking

Tools

LaserPro

Job description

BankFirst Financial Services is seeking a Loan Documentation Specialist to review consumer and commercial loan files for conformance with documentation requirements and bank policies. The role includes preparing closing packages across BankFirst markets within defined turnaround times and ensuring compliance.

Responsibilities include preparing documents for new, renewal, and modified loans, verifying collateral details, and providing guidance to lending staff on documentation and policy issues.